Operator Guide

10.2
- 10.5.3
- 10.5.0
- 10.4.0
- 10.2.3
- 10.2.2 HotFix 1
- 10.2.2
- 10.2.1

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Document Processing Stages

Although each enterprise can have specific rules and guidelines for managing partners and processing documents, document processing in B2B Data Exchange typically includes the following stages:

Create partners that represent customers or applications.
For more information, see Partners.

Create accounts that represent customer departments or divisions.
For more information, see Adding an Account to a Partner.

Create profiles to associate a partner or an account with a workflow.
For more information, see Profiles.

Create endpoints for partners or accounts.
For more information, see Endpoints Overview.

Test and enable the profiles that you created.
You can run the workflow that is associated with a profile in a test environment to process test documents.

Review the events that are generated when you run the profiles.
For more information, see Managing Events on the Event List Page.

If the profile requires delayed events, create delayed processing rules.
For more information, see Delayed Processing of Events.

Create on-boarding checklists to manage partner creation and maintenance.
For more information, see On-boarding Checklists.

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Table of Contents

Operator Guide

Operator Guide

Document Processing Stages

Document Processing Stages